Editorial companion

What stands out

GE Aerospace raised full-year guidance for the seventh time since January yet its shares slipped, a reminder that upgrades can be judged 'not good enough' by the market. UnitedHealth pushed its profit outlook meaningfully higher and its stock rallied, showing healthcare's ability to surprise to the upside. United Airlines' quarterly update disappointed at the midpoint of its guidance and its shares fell, underscoring how fragile airline optimism remains even as travel demand recovers.